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PeterW121
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Mitglied seit ‎Mai 7, 2019
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nina on März 10, 2017
Auto Rotate, ability to mark user as on vacation or sick to remove/skip them in workflow
We have a pretty big sales team and we require them to respond to leads quickly to them being received. If a lead sits without a response for more than 15 minutes we are not doing our work the way we would like. We use a handful of workflows to dist Beitrag ansehen
Antworten Idee Workflows
192 Likes
91 Antworten
PeterW121
Mitglied
Februar 10, 2022
@jtremblay Please give us an explanation why is this not being worked on. We are all paying quite a lot of money for Hubspot to make our work eas...Beitrag ansehen
PeterW121 on September 08, 2021
Display the name of the contact texting you (Hubspot app)
When one of the clients call me the Hubspot app displays his/her name on my phone so that I know who is calling me (I like that!) My suggestion is: Enable the same for text messages. Sometimes client sends me a text message and I have no id Beitrag ansehen
Antworten Idee Calling Contacts & Companies Conversations
0 Likes
0 Antwort
nina on März 10, 2017
Auto Rotate, ability to mark user as on vacation or sick to remove/skip them in workflow
We have a pretty big sales team and we require them to respond to leads quickly to them being received. If a lead sits without a response for more than 15 minutes we are not doing our work the way we would like. We use a handful of workflows to dist Beitrag ansehen
Antworten Idee Workflows
192 Likes
91 Antworten
PeterW121
Mitglied
Februar 10, 2022
@jtremblay Please give us an explanation why is this not being worked on. We are all paying quite a lot of money for Hubspot to make our work eas...Beitrag ansehen
evfishr on Oktober 11, 2018
Workflow Round Robin - rotate leads evenly & in set order
Hi there, We want the round robin to distribute leads to reps in a set rotation order that is even and predictable (not randomized). Currently, we move reps in and out of the round robin based on vacation time and also at time to focus on ot Beitrag ansehen
Antworten Idee Workflows
126 Likes
48 Antworten
PeterW121
Mitglied
Februar 15, 2021
@MeganLegge 100% necessary feature. We have the automation where the lead is rotated between the owner (team) depending on the stage in the pip...Beitrag ansehen
Arne on April 27, 2019
HubSpot User is Out of Office
We have quite a number of workflows in HubSpot that classify, notify, assign tasks and owners. If such users are out of office, processes get stuck in the dead end waiting for the users to eg come back from vacation. We are using rotation in some c Beitrag ansehen
Antworten Idee Contacts & Companies Lead Flows Tasks Workflows
372 Likes
98 Antworten
PeterW121
Mitglied
Februar 15, 2021
100% necessary feature. We have the automation where the lead is rotated between the owner (team) depending on the stage in the pipeline. If a mem...Beitrag ansehen
Arne on April 27, 2019
HubSpot User is Out of Office
We have quite a number of workflows in HubSpot that classify, notify, assign tasks and owners. If such users are out of office, processes get stuck in the dead end waiting for the users to eg come back from vacation. We are using rotation in some c Beitrag ansehen
Antworten Idee Contacts & Companies Lead Flows Tasks Workflows
372 Likes
98 Antworten
PeterW121
Mitglied
Februar 15, 2021
100% necessary feature. We have the automation where the lead is rotated between the owner (team) depending on the stage in the pipeline. If a mem...Beitrag ansehen
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